Nuveen’s Global Investment Committee, led by CIO Saira Malik, examines the U.S. equity landscape amid softening sentiment and persistent macro uncertainty driven by trade tensions and inflation concerns.
- Market volatility eased temporarily, but confidence indicators continue to deteriorate across consumers and businesses.
- S&P 500 earnings growth for Q1 stands at 7.2%, sharply below early-2025 forecasts, with negative sentiment affecting both misses and beats.
- Guidance has become a critical driver of equity performance as macro uncertainty clouds outlooks.
Explore the full report to uncover strategic positioning amid today’s earnings and economic complexity.
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